Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 5 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Southern Co as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,737
- +113 vs. Q3 2022
- Shares held
- 687.7M
- +11.8M (+1.7%) vs. Q3 2022
- Total value
- $49.1B
- +$3.12B (+6.8%) vs. Q3 2022
- New holders
- 208
- 734 more added
- Sold out
- 95
- 513 more reduced
37 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 5,427 | $387.6K | 0.11% | −264−4.6% | Reduced |
| Rodgers Brothers Inc. | 5,443 | $388.7K | 0.08% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 5,447 | $389.0K | 0.07% | +824+17.8% | Added |
| Sandbox Financial Partners, LLC | 5,455 | $389.6K | 0.27% | +10.0% | Added |
| Red Wave Investments LLC | 5,473 | $390.8K | 0.16% | −4,246−43.7% | Reduced |
| O'Brien Greene & Co. Inc | 5,488 | $392.0K | 0.15% | −11,189−67.1% | Reduced |
| Chicago Partners Investment Group LLC | 5,796 | $392.6K | 0.02% | +1,061+22.4% | Added |
| Arden Trust Co | 5,505 | $393.1K | 0.08% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 5,508 | $393.3K | 0.13% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,510 | $393.5K | 0.12% | +1,428+35.0% | Added |
| Verus Financial Partners, Inc. | 5,850 | $395.9K | 0.05% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 5,550 | $396.3K | 0.07% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 5,555 | $396.7K | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,564 | $398.6K | 0.06% | −489−8.1% | Reduced |
| O'Rourke & Company, Inc | 5,607 | $400.0K | 0.32% | +923+19.7% | Added |
| Kapstone Financial Advisors LLC | 5,870 | $402.8K | 0.37% | +5,870 | New |
| Klingman & Associates, LLC | 5,644 | $403.0K | 0.04% | +180+3.3% | Added |
| Goodwin Daniel L | 5,645 | $403.1K | 0.20% | +195+3.6% | Added |
| Duncker Streett & Co Inc | 5,650 | $403.4K | 0.10% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 5,675 | $405.3K | 0.28% | +5,675 | New |
| Appleton Partners Inc | 5,687 | $406.0K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5,694 | $406.6K | 0.20% | +5,694 | New |
| Carroll Investors, Inc | 5,692 | $407.3K | 0.43% | −1,000−14.9% | Reduced |
| Patten Group, Inc. | 5,721 | $408.5K | 0.13% | +540+10.4% | Added |
| Salomon & Ludwin, LLC | 5,726 | $408.9K | 0.05% | +5,726 | New |
| Kowal Investment Group, LLC | 5,736 | $409.6K | 0.12% | +147+2.6% | Added |
| Sentry Investment Management LLC | 5,744 | $410.0K | 0.18% | −1,416−19.8% | Reduced |
| Diligent Investors, LLC | 5,743 | $410.1K | 0.13% | +5,743 | New |
| Sherbrooke Park Advisers LLC | 5,800 | $414.2K | 0.30% | +5,800 | New |
| Forum Financial Management, LP | 5,803 | $414.4K | 0.01% | +1,479+34.2% | Added |
| Gratus Capital LLC | 5,806 | $414.6K | 0.03% | +5+0.1% | Added |
| Sound Income Strategies, LLC | 5,809 | $414.8K | 0.05% | +4,122+244.3% | Added |
| Kingfisher Capital LLC | 5,834 | $417.0K | 0.11% | −182−3.0% | Reduced |
| Financial Advisory Service, Inc. | 5,846 | $417.5K | 0.05% | +48+0.8% | Added |
| Abound Wealth Management | 5,849 | $417.7K | 0.20% | +34+0.6% | Added |
| Ausdal Financial Partners, Inc. | 5,850 | $417.8K | 0.06% | +1,137+24.1% | Added |
| Independent Financial Group, LLC | 5,860 | $418.5K | 0.04% | −2,126−26.6% | Reduced |
| BOS Asset Management, LLC | 5,861 | $418.5K | 0.37% | +5,861 | New |
| Keystone Financial Group | 5,886 | $420.3K | 0.08% | +92+1.6% | Added |
| Acorn Financial Advisory Services Inc | 5,894 | $420.9K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,911 | $422.1K | 0.05% | −669−10.2% | Reduced |
| KG&L Capital Management,LLC | 5,932 | $423.6K | 0.24% | +5,932 | New |
| Bremer Bank National Association | 5,957 | $425.0K | 0.08% | −1,056−15.1% | Reduced |
| Old Second National Bank of Aurora | 5,958 | $425.5K | 0.13% | +1,400+30.7% | Added |
| Mathes Company, Inc. | 6,000 | $428.0K | 0.22% | 00.0% | Unchanged |
| Constitution Capital LLC | 5,994 | $428.0K | 0.26% | −1,500−20.0% | Reduced |
| Schulhoff & Co Inc | 6,000 | $428.5K | 0.20% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 6,054 | $432.3K | 0.09% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,130 | $433.1K | 0.04% | +227+3.8% | Added |
| Formidable Asset Management, LLC | 6,075 | $434.0K | 0.10% | 00.0% | Unchanged |
| Baker Boyer National Bank | 6,084 | $434.4K | 0.18% | +84+1.4% | Added |
| Cresset Asset Management, LLC | 12,054 | $435.1K | 0.01% | −1,303−9.8% | Reduced |
| Gateway Wealth Partners, LLC | 6,094 | $435.2K | 0.07% | +6,094 | New |
| Prosperity Financial Group, Inc. | 6,124 | $437.3K | 0.47% | +6,124 | New |
| STAR Financial Bank | 6,142 | $438.6K | 0.44% | +6,142 | New |
| CX Institutional | 6,142 | $438.6K | 0.03% | +2,823+85.1% | Added |
| Fee-Only Financial Planning, L.C. | 6,150 | $439.2K | 0.37% | +6,150 | New |
| Flagship Harbor Advisors, LLC | 6,177 | $441.1K | 0.05% | +1,081+21.2% | Added |
| Marble Harbor Investment Counsel, LLC | 6,191 | $442.1K | 0.06% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 6,231 | $444.0K | 0.38% | +61+1.0% | Added |
| Continuum Advisory, LLC | 6,240 | $445.6K | 0.08% | +472+8.2% | Added |
| Keebeck Wealth Management, LLC | 6,243 | $445.8K | 0.08% | +63+1.0% | Added |
| Chicago Capital, LLC | 6,275 | $448.1K | 0.02% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 6,275 | $448.1K | 0.08% | +1,475+30.7% | Added |
| Xcel Wealth Management, LLC | 6,277 | $448.2K | 0.18% | +350+5.9% | Added |
| Quadrant Capital Group LLC | 6,308 | $450.5K | 0.05% | −264−4.0% | Reduced |
| Summit Trail Advisors, LLC | 6,326 | $451.7K | 0.02% | −814−11.4% | Reduced |
| Hexagon Capital Partners LLC | 6,329 | $452.0K | 0.13% | −223−3.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,341 | $452.8K | 0.15% | −8−0.1% | Reduced |
| First International Bank & Trust | 6,351 | $454.0K | 0.15% | +146+2.4% | Added |
| Thoroughbred Financial Services, LLC | 6,394 | $456.0K | 0.07% | +104+1.7% | Added |
| Clear Creek Financial Management, LLC | 6,390 | $456.3K | 0.10% | +2,039+46.9% | Added |
| Renasant Bank | 6,424 | $458.7K | 0.35% | −534−7.7% | Reduced |
| BLB&B Advisors, LLC | 6,425 | $458.8K | 0.04% | −210−3.2% | Reduced |
| Advisors Capital Management, LLC | 6,427 | $459.0K | 0.01% | +495+8.3% | Added |
| Aldebaran Financial Inc. | 6,467 | $461.8K | 0.51% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 6,496 | $463.8K | 0.10% | +724+12.5% | Added |
| Sittner & Nelson, LLC | 6,514 | $465.1K | 0.28% | +503+8.4% | Added |
| Concord Wealth Partners | 6,518 | $465.5K | 0.14% | −395−5.7% | Reduced |
| Berger Financial Group, Inc | 6,535 | $466.7K | 0.06% | −629−8.8% | Reduced |
| Cross Staff Investments Inc | 6,535 | $466.7K | 0.49% | 00.0% | Unchanged |
| Haverford Trust Co | 6,541 | $467.1K | 0.01% | −5,245−44.5% | Reduced |
| MKT Advisors LLC | 6,541 | $468.1K | 0.35% | −134−2.0% | Reduced |
| LCNB Corp | 6,568 | $469.0K | 0.22% | −150−2.2% | Reduced |
| Novare Capital Management LLC | 6,580 | $469.8K | 0.06% | −2,870−30.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,620 | $472.7K | 0.16% | +3,820+136.4% | Added |
| Girard Partners Ltd. | 6,635 | $473.8K | 0.05% | +3,371+103.3% | Added |
| LVZ Advisors, Inc. | 6,649 | $474.8K | 0.07% | −44−0.7% | Reduced |
| Van Hulzen Asset Management, LLC | 6,658 | $475.0K | 0.05% | +32+0.5% | Added |
| Scotia Capital Inc. | 6,669 | $476.3K | 0.00% | −9,180−57.9% | Reduced |
| Investment Management of Virginia LLC | 6,687 | $477.5K | 0.09% | −47−0.7% | Reduced |
| XML Financial, LLC | 6,724 | $480.2K | 0.06% | +1,059+18.7% | Added |
| Moseley Investment Management Inc | 6,738 | $481.1K | 0.34% | −245−3.5% | Reduced |
| Accredited Investors Inc. | 6,756 | $482.4K | 0.04% | +6,756 | New |
| Armstrong Advisory Group, Inc | 6,803 | $485.8K | 0.06% | +6,803 | New |
| Delta Financial Group, Inc. | 6,744 | $487.0K | 0.22% | +6,744 | New |
| PFG Advisors | 6,821 | $487.1K | 0.05% | +894+15.1% | Added |
| Northwest Bancshares, Inc. | 6,822 | $487.2K | 0.10% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 6,834 | $488.0K | 0.14% | +6,834 | New |
| Stokes Capital Advisors, LLC | 6,849 | $489.1K | 0.17% | +6,849 | New |